Baron Silver Stevens Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$399K	Buy	+2,041	New	+$399K	0.06%	88
2024 Q2	–	Sell	-1,583	Closed	-$296K	–	117
2024 Q1	$296K	Buy	+1,583	New	+$296K	0.06%	93
2021 Q1	–	Sell	-623	Closed	-$79K	–	247
2020 Q4	$79K	Buy	+623	New	+$79K	0.03%	109